ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $57 | -99.9% | 1,405 | +19.1% | 0.00% | – |
| Q3 2022 | $47,000 | -63.0% | 1,180 | -62.4% | 0.00% | -100.0% |
| Q2 2022 | $127,000 | -75.3% | 3,137 | -73.2% | 0.00% | -50.0% |
| Q1 2022 | $514,000 | -24.7% | 11,694 | -22.5% | 0.00% | -33.3% |
| Q4 2021 | $683,000 | +141.3% | 15,080 | +142.8% | 0.00% | +200.0% |
| Q3 2021 | $283,000 | +267.5% | 6,210 | +270.5% | 0.00% | – |
| Q2 2021 | $77,000 | -79.0% | 1,676 | -79.0% | 0.00% | -100.0% |
| Q1 2021 | $366,000 | -31.8% | 7,991 | -32.4% | 0.00% | -50.0% |
| Q4 2020 | $537,000 | +71.6% | 11,828 | +65.8% | 0.00% | +33.3% |
| Q3 2020 | $313,000 | +123.6% | 7,132 | +117.9% | 0.00% | +200.0% |
| Q2 2020 | $140,000 | +483.3% | 3,273 | +458.5% | 0.00% | – |
| Q1 2020 | $24,000 | +9.1% | 586 | +23.1% | 0.00% | – |
| Q4 2019 | $22,000 | – | 476 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Income Strategies, LLC | 1,025,983 | $46,621,000 | 10.29% |
| Donoghue Forlines LLC | 815,474 | $37,055,000 | 7.16% |
| Divergent Planning, LLC | 163,451 | $7,427,000 | 7.11% |
| Clearwater Capital Advisors, LLC | 1,075,847 | $48,886,000 | 6.49% |
| Kathmere Capital Management, LLC | 635,649 | $28,884,000 | 6.21% |
| MBM Wealth Consultants, LLC | 250,348 | $11,376,000 | 6.19% |
| Williams Financial, LLC | 137,861 | $6,264,000 | 5.92% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 135,159 | $6,142,000 | 5.53% |
| Thrive Capital Management, LLC | 112,977 | $5,134,000 | 5.46% |
| Advisor OS, LLC | 243,205 | $19,305,000 | 5.18% |